Institutional portfolio tracker

SurgoCap Partners Portfolio & AI Predictions

Explore SurgoCap Partners's latest validated 13F portfolio and Hallucination Yield AI forecasts for covered positions.

Form 13F reports holdings as of 2026-03-31 and was filed on 2026-05-15. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$2.99 billion

Long positions

14

Calls / puts

0 / 0

Top 5 concentration

62.8%

Longs with AI data

4 / 14

Average AI 1Y

+19.4%

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG 1,196,901 $471.8 million 15.8% INCREASED

1Y —

5Y —

GOOG

ALPHABET INC · CAP STK CL C · 02079K107

LONG 1,488,870 $427.1 million 14.3% INCREASED

1Y —

5Y —

TSM

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100

LONG 1,108,073 $374.5 million 12.5% REDUCED

1Y +23.6%

5Y +131.0% · 5 models

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG 1,020,839 $307.1 million 10.3% INCREASED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG 348,732 $301.8 million 10.1% REDUCED

1Y —

5Y —

MEDLINE INC

MEDLINE INC · COM CL A · 58507V107

LONG 6,075,165 $270.3 million 9.0% NEWLY REPORTED

1Y —

5Y —

NVDA

NVIDIA CORPORATION · COM · 67066G104

LONG 1,008,073 $175.8 million 5.9% INCREASED

1Y +24.8%

5Y +167.5% · 6 models

ISRG

INTUITIVE SURGICAL INC · COM NEW · 46120E602

LONG 333,032 $153.5 million 5.1% INCREASED

1Y +14.8%

5Y +103.0% · 5 models

NU

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 9,866,060 $141.8 million 4.7% REDUCED

1Y —

5Y —

GLW

CORNING INC · COM · 219350105

LONG 858,515 $116.7 million 3.9% NEWLY REPORTED

1Y +14.4%

5Y +68.4% · 5 models

V

VISA INC · COM CL A · 92826C839

LONG 288,367 $87.2 million 2.9% NEWLY REPORTED

1Y —

5Y —

NIQ GLOBAL INTELLIGENCE PLC

NIQ GLOBAL INTELLIGENCE PLC · ORDINARY SHARES · G63755105

LONG 5,858,000 $66.6 million 2.2% UNCHANGED

1Y —

5Y —

SHOPIFY INC

SHOPIFY INC · CL A SUB VTG SHS · 82509L107

LONG 515,733 $61.2 million 2.0% INCREASED

1Y —

5Y —

FIGMA INC

FIGMA INC · CLASS A COM STK · 316841105

LONG 1,867,515 $39.5 million 1.3% UNCHANGED

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 0.0% of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.

Filing history

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Every filing event remains separate, including notices and amendments. Open a holdings date for the canonical portfolio through its latest filing, or an accession for the exact source event.

Holdings dateFiledFormProcessingAccession
2026-03-31 2026-05-15 13F-HR VALIDATED 0000919574-26-003167
2025-12-31 2026-02-17 13F-HR VALIDATED 0000919574-26-001016
2025-09-30 2025-11-13 13F-HR VALIDATED 0000919574-25-006748
2025-06-30 2025-08-14 13F-HR VALIDATED 0000919574-25-004655
2025-03-31 2025-05-15 13F-HR VALIDATED 0000919574-25-003084
2024-12-31 2025-02-14 13F-HR VALIDATED 0000919574-25-001210
2024-09-30 2024-11-14 13F-HR VALIDATED 0000919574-24-006446
2024-06-30 2024-08-14 13F-HR VALIDATED 0000919574-24-004550
2024-03-31 2024-05-15 13F-HR VALIDATED 0000919574-24-003006
2023-12-31 2024-02-14 13F-HR VALIDATED 0000919574-24-001147
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